Compare · 4 funds side by side · dividends reinvested

GISC, JEPQ, JEPI and VIG

GISCGuggenheim×JEPQJ.P. Morgan×JEPIJ.P. Morgan×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

GISC, JEPQ, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.96%[…][…][…][…][…][…]$93M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: GISC 2026 · JEPQ 2022 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

GISC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

GISCMeasureJEPQ

[…]Year to dateJan 1 → Nov 6+3.2%

[…]1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

1.96%Trailing 12-mo yield$196 · $1,279 a year on $10k12.79%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.7%

GISCJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GISC vs JEPQ: Top 5 Holdings

Today

GISC

83.6%in top 5

JEPQ

in top 528.9%

GISCStockJEPQ

45.2%FNnot top 5

27.6%FRnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

5.6%VMCnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

2.9%PLNTnot top 5

2.3%ORnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

GISC vs JEPQ Returns, Every Period

GuggenheimGISC

[…]

past year

JEPQJ.P. Morgan

+4.5%

past year

Returns […]

GISCJEPQFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

GISC vs JEPQ

YTD

GuggenheimGISC

[…]

JEPQJ.P. Morgan

+3.2%

[…]Year to date+3.2%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.7%

2.0%Yield12.8%

$92.9MAssets$42.6B

1–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GISC, JEPQ, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

JEPI0.35%$35

GISC0.47%$47

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GISC, JEPQ, JEPI, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

GISC1.96%$196

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

GISC$196 − $47 = $149

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GISC, JEPQ, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

GISCJEPQJEPIVIG

GISC—0.0%0.2%0.1%

JEPQ0.0%—26.8%26.2%

JEPI0.2%26.8%—30.7%

VIG0.1%26.2%30.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

JEPQWorst drop−11.5%16.7% vol

GISCWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026